Managing family capital is complex, and navigating philanthropy requires a careful balance of structure, data, and human connection. In this episode of Unwritten Rules, we sit down with Dame Hayaatun...
Unwritten Rules Ep. 3: Giving Well, Giving Wisely with Dame Hayaatun Sillem
Robert Rayner, Client Advisor writes for Professional Wealth Management
Saranac Partners is pleased to share that Robert Rayner has been featured in Professional Wealth Management’s special report on global families, exploring what he calls the “waiting room problem”...
Advisers in the wild: Understanding the landscape
A practical guide to understanding roles, selecting the right advisers and building a coherent team. Like many arenas, family capital suffers from a jumble of jargon.
A Pragmatic Start: The minimum viable support structure
Transitions in family capital, whether prompted by a business sale, a change in residence or a generational shift – often arrive with urgency. In these moments, attention is rightly...
Family Capital: A practical introduction
A guide to understanding the services and structures that support family wealth.